Alternative investments

Truffle SNN High Growth Retail Hedge Fund

The portfolio aims to outperform the FTSE/JSE All Share Total Return Index over the long term. We manage the portfolio in three distinct buckets:

  1. The first bucket is an equity fund that invests in the best equity opportunities based on our valuation-based investment philosophy.
  2. The second bucket determines how much market exposure the portfolio should take, based on a combination of valuation and momentum. If the market is expensive the portfolio’s market exposure will be lower.
  3. The third and final bucket invests in any special situation where we have a high degree of conviction that it will generate a positive absolute return.

To increase returns and mitigate risk, the portfolio makes use of derivatives and short positions.

Contact us to understand the unique risk profile of hedge funds before you invest

Since a hedge fund can invest across asset classes and often employs leverage (using borrowed money to increase returns), these types of funds have a unique risk profile compared to more traditional investment vehicles. It is important that you are aware of these risks – and how the fund hedges against these – before you decide to invest.

We therefore recommend that you do the following before making a decision:

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